U.S. Online Retail and Ecommerce Stock News

NasdaqGS:HLNE
NasdaqGS:HLNECapital Markets

Hamilton Lane’s Japan Private Wealth Push with Evergreen Platform Could Be A Game Changer For HLNE

In March 2026, Hamilton Lane appointed Mika Tashiro as Head of Private Wealth Solutions in Japan, a new role focused on expanding access to its global evergreen private markets platform through deeper partnerships with local wealth managers and financial institutions. Tashiro’s two decades of experience in fund distribution and wealth management across MSCI, UBS Asset Management, J.P. Morgan Asset Management and Sumitomo Mitsui Banking Corporation highlight Hamilton Lane’s push to build a...
NasdaqGS:OPEN
NasdaqGS:OPENReal Estate

Did Opendoor’s Q4 Beat and “2.0” Pivot Just Reframe Opendoor Technologies' (OPEN) Investment Narrative?

In February 2026, Opendoor Technologies reported Q4 2025 results that beat revenue expectations, highlighted a large jump in home acquisitions, and detailed progress under its “Opendoor 2.0” turnaround plan. Management’s focus on faster inventory turnover, AI-enabled efficiency, and a shift toward a more capital-light model offers a clearer view of how the business might pursue breakeven adjusted net income by the end of 2026. We’ll now examine how Opendoor’s rapid acquisition acceleration...
NYSE:GIS
NYSE:GISFood

Is General Mills’ (GIS) New Supply Chain Chief Quietly Reframing Its Efficiency Story?

General Mills recently confirmed that Jonathan Ness, a nearly 20-year company veteran and former U.S. Air Force officer, became Chief Supply Chain Officer on March 16, 2026, joining the Senior Leadership Team with responsibility for global supply chain operations. The company also reached its goal of making all K-12 school foods free of certified colors ahead of schedule, highlighting how product reformulation and supply chain execution are working together to support its clean-label...
NasdaqCM:TGTX
NasdaqCM:TGTXBiotechs

The Bull Case For TG Therapeutics (TGTX) Could Change Following New Azer-cel Milestone In Progressive MS

In early March 2026, Precision BioSciences announced it had reached a clinical milestone under its licensing agreement with TG Therapeutics for azercabtagene zapreleucel in progressive multiple sclerosis, triggering a US$7.5 million milestone payment, including US$5.25 million in cash and a US$2.25 million equity purchase. This progress adds azer-cel as a differentiated autoimmune program alongside TG Therapeutics’ BRIUMVI franchise, potentially broadening its MS-focused treatment portfolio...
NasdaqGS:ZG
NasdaqGS:ZGReal Estate

A Look At Zillow Group (ZG) Valuation After Expanding Its US$4.75b Share Buyback Authorization

Zillow Group (ZG) has expanded its existing share repurchase authorization, approving up to an additional US$1.25b of Class A common stock and Class C capital stock, bringing the overall equity buyback pool to US$4.75b. See our latest analysis for Zillow Group. Even with the expanded buyback plan, Zillow Group’s recent share price performance has been weak. The 30 day share price return is 16% and the year to date share price return is 30% at a last close of US$45.97. The 1 year total...
NYSE:PAGS
NYSE:PAGSDiversified Financial

PagSeguro Digital (NYSE:PAGS) Valuation Check After Recent Share Price Weakness

Recent moves in PagSeguro Digital (PAGS) PagSeguro Digital (PAGS) has drawn attention after recent share price weakness, with the stock down about 10% over the past month and roughly flat over the past three months. See our latest analysis for PagSeguro Digital. Looking beyond the recent 8.2% 7 day share price decline and 10.4% 30 day share price decline, PagSeguro Digital’s 43.3% 1 year total shareholder return sits against a mixed longer term record. This suggests short term momentum has...
NYSE:RCUS
NYSE:RCUSBiotechs

Arcus Biosciences (RCUS) Valuation After Casdatifan Kidney Cancer Data Pipeline Update And Earnings

Arcus Biosciences (RCUS) has jumped back onto investor screens after updated clinical data for its kidney cancer drug candidate casdatifan, a broad pipeline update, and full year 2025 earnings, all released in quick succession. See our latest analysis for Arcus Biosciences. Those casdatifan data and the broader pipeline update arrived alongside full year results and fresh shelf and at the market filings. After an earlier stock jump around Q4 earnings, Arcus’ 1 day share price return of 0.45%...
NasdaqGS:AUGO
NasdaqGS:AUGOMetals and Mining

Why Aura Minerals (AUGO) Is Down 8.5% After Raising Borborema Reserves And Issuing 2026 Guidance

Aura Minerals Inc. recently reported 2025 results showing total sales of US$921.73 million and a net loss of US$79.34 million, alongside 278,296 gold equivalent ounces sold and a Board-approved dividend of US$0.66 per share (US$55.12 million in total) to be paid in March 2026. The company also released an updated Borborema feasibility study that lifted Probable Reserves to about 1.48 million ounces of gold, extended mine life to 20.5 years and supported stronger project economics, while...
NasdaqGS:GLUE
NasdaqGS:GLUEBiotechs

Assessing Monte Rosa Therapeutics (GLUE) Valuation After MRT-2359 Data, Phase 2 Plans And Capital Raise

Monte Rosa Therapeutics (GLUE) is back on investors’ radar after reporting encouraging Phase 1/2 data for MRT-2359 with enzalutamide in metastatic castration-resistant prostate cancer and outlining plans for Phase 2 trials along with a sizable equity raise. See our latest analysis for Monte Rosa Therapeutics. The latest MRT-2359 data and planned Phase 2 trials come after a strong run, with a year-to-date share price return of 16.26% and a 1-year total shareholder return of about 2x. At the...
NYSE:KKR
NYSE:KKRCapital Markets

The Bull Case For KKR (KKR) Could Change Following Charter Shift And Private-Credit Concerns – Learn Why

In recent weeks, KKR & Co. Inc. moved to amend its charter to eliminate supermajority voting requirements while also facing scrutiny over private-credit asset quality following a dividend cut at FS KKR Capital Corp. At the same time, KKR has pursued new growth avenues, including the planned acquisition of sports investor Arctos Partners and interest in a minority stake in IndiaRF-backed Synthimed Labs as it readies for an IPO, even as executives increased their personal shareholdings. We'll...
NYSE:KSS
NYSE:KSSMultiline Retail

Did Kohl’s Dividend and Turnaround Push Just Shift KSS’s Investment Narrative?

In February, Kohl’s Corporation’s board declared a regular quarterly dividend of US$0.125 per share, payable on April 1, 2026, to shareholders of record as of March 18, 2026. At the same time, investor attention has been building around Kohl’s upcoming earnings report and new leadership team, which some commentators see as a potential operational turning point. Next, we’ll examine how renewed focus on Kohl’s management-led turnaround and the upcoming earnings report could influence its...
NYSE:USPH
NYSE:USPHHealthcare

How Raised EBITDA Guidance, Record Volumes and Capital Moves At U.S. Physical Therapy (USPH) Have Changed Its Investment Story

In late February 2026, U.S. Physical Therapy reported fourth-quarter 2025 revenue of US$202.73 million and net income of US$4.15 million, announced a 10‑year alliance that will fold a subsidiary’s ten clinics into a local hospital’s network by year-end 2026, approved a quarterly dividend increase to US$0.46 per share effective for April 10, 2026, and disclosed an upcoming CFO transition with Jason Curtis stepping in on an interim basis. Alongside these updates, management raised full‑year...
NasdaqGS:ONB
NasdaqGS:ONBBanks

Old National Bancorp (ONB) Valuation Check After Recent Share Price Pullback

Why Old National Bancorp Is On Investor Radars Today Old National Bancorp (ONB) has been catching attention after recent share price moves, with the stock down about 14% over the past month but roughly flat over the past 3 months. Against that backdrop, investors are looking more closely at how its current market valuation lines up with reported annual revenue of US$2.3b and net income of US$653.1 million, along with its value score of 4. See our latest analysis for Old National Bancorp. At a...
NYSE:EHC
NYSE:EHCHealthcare

A Look At Encompass Health’s Valuation As It Opens A New Rehabilitation Hospital In South Carolina

Business expansion in South Carolina Encompass Health (EHC) has opened the Encompass Health Rehabilitation Hospital of Irmo, a 49 bed inpatient facility in South Carolina, expanding its regional rehabilitation footprint and adding capacity across several complex care needs. See our latest analysis for Encompass Health. Against this backdrop, Encompass Health’s 1 year total shareholder return of 8.6% and 3 year total shareholder return of around 7x, alongside a modest year to date share price...
NasdaqGS:ATRO
NasdaqGS:ATROAerospace & Defense

Astronics (ATRO) Is Down 5.7% After Profitability Turnaround And Higher 2026 Guidance Has The Bull Case Changed?

Astronics Corporation recently reported past fourth-quarter 2025 sales of US$240.07 million, up from US$208.54 million a year earlier, with net income improving to US$29.62 million from a prior net loss and earnings per share swinging from a loss to a profit. For full-year 2025, Astronics moved from a net loss to US$29.36 million in net income on higher sales of US$862.13 million, and paired this turnaround with 2026 revenue guidance of US$950 million to US$990 million, signaling...
NYSE:TXNM
NYSE:TXNMElectric Utilities

A Look At TXNM Energy (TXNM) Valuation After Its Rebrand And Conflicting Fair Value Signals

TXNM Energy (TXNM) is on investors’ radar after its recent rebrand from PNM Resources, shifting its identity while continuing to provide regulated electricity and related services across Texas and New Mexico. See our latest analysis for TXNM Energy. The share price has held close to US$58.88 in recent weeks, with a modest 90 day share price return of 1.08% contrasting with a stronger 1 year total shareholder return of 26.63%. This suggests longer term momentum remains intact despite quieter...
NYSE:RYAN
NYSE:RYANInsurance

A Look At Ryan Specialty Holdings (RYAN) Valuation After Revenue Growth Acquisitions And The Empower Program

Ryan Specialty Holdings (RYAN) is back in focus after reporting 2025 revenue of more than US$3.05b, completing five acquisitions, and launching its three year Empower Program to streamline operations and cut costs. See our latest analysis for Ryan Specialty Holdings. Despite the Empower Program and recent acquisitions getting attention, Ryan Specialty Holdings’ 1 day share price return of 1% and 7 day share price return of 0.9% sit against a 30 day share price decline of 16.4%, a year to date...
NasdaqGS:BELF.A
NasdaqGS:BELF.AElectronic

Is It Time To Reassess Bel Fuse (BELF.A) After The Recent Share Price Pullback

If you are wondering whether Bel Fuse shares still offer value after a strong run, this article explains what the current price might be implying about the business. The stock closed at US$172.94 recently, with a 7 day return of an 18.4% decline and a 30 day return of a 16.0% decline, while the 1 year return sits at 119.7% and the 3 year return is very large. These price moves sit against a backdrop of ongoing attention on Bel Fuse within the tech sector, as investors reassess companies that...
NasdaqGS:TECH
NasdaqGS:TECHLife Sciences

Is Bio-Techne (TECH) Now More a Macro Sentiment Story Than a Healthcare Innovation Play?

Bio-Techne recently presented at the TD Cowen 46th Annual Health Care Conference on March 3, 2026, at the Boston Marriott Copley Place Hotel in Boston, Massachusetts, sharing its latest updates with investors and industry participants. This conference appearance came shortly after broader healthcare sector concerns tied to a weak February jobs report, linking Bio-Techne’s story more closely to macroeconomic sentiment than to company-specific developments. We’ll now examine how sector-wide...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

NVIDIA Repositions AI Infrastructure Bets Across Chips Optics And New Partners

NVIDIA (NasdaqGS:NVDA) has halted production of its H200 chips for China, redirecting capacity to its Vera Rubin platform in response to export rules and global AI demand. The company is committing multibillion dollar funding to next generation optics and photonics, including Coherent and Lumentum, to address AI data center bottlenecks. New partnerships with Nokia, Texas Instruments, Tech Mahindra, DeepSig, LITEON, and Keysight aim to accelerate AI native wireless networks, robotics, and...
NYSE:MRP
NYSE:MRPSpecialized REITs

Is Millrose Properties (MRP) Now Attractive After Recent REIT Portfolio Coverage And Price Pullback

If you are wondering whether Millrose Properties at around US$29.77 is offering genuine value or just looks cheap on the surface, you are not alone. The stock has pulled back with a 4.0% decline over the past week and a 6.1% decline over the past month, yet it still sits on a 50.2% return over the last year and is close to flat year to date at a 0.2% decline. Recent news around Millrose has focused on its position as a listed real estate player, including ongoing coverage of its portfolio...
NYSE:EOG
NYSE:EOGOil and Gas

Why EOG Resources (EOG) Is Up 5.9% After Mixed 2025 Results And Maintained Dividend Guidance

In February 2026, EOG Resources reported fourth-quarter and full-year 2025 results showing revenue of US$5,638 million for the quarter and US$22.63 billion for the year, alongside lower net income, and declared a US$1.02 per-share dividend payable on April 30, 2026. The company paired softer earnings with meaningfully higher oil and gas production volumes and detailed 2026 output guidance, giving investors a clearer view of its operating profile and capital returns priorities. Next, we will...
NYSE:CTRA
NYSE:CTRAOil and Gas

Assessing Coterra Energy (CTRA) Valuation After Strong Results Guidance And Dividend Confirmation

Earnings, production and dividend decisions in focus Coterra Energy (CTRA) has drawn fresh attention after fourth quarter and full year 2025 results, new 2026 production guidance and a quarterly dividend affirmation combined with supportive views from several research firms. See our latest analysis for Coterra Energy. Coterra’s shares trade at US$31.03, with a 90 day share price return of 16.79% and a 1 year total shareholder return of 23.11%. This suggests momentum has picked up recently...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Pentagon Ban On Claude Tests Palantir’s Defense Reliability And Valuation

The Pentagon has banned Anthropic as a national security supply chain risk, immediately affecting its Claude AI model. Palantir Technologies (NasdaqGS:PLTR) must quickly remove Claude from key U.S. defense platforms and rebuild affected workflows. The transition is causing short term disruption to sensitive government contracts, including potential outages and project delays. For investors watching Palantir Technologies at a share price of $157.16, this development hits the core of its...